Current Model Selections

• PDF

• EXCEL

Weekly Performance Reports

• PDF

Brochures, Presentations & Papers

• iQUANT Brochure

• Summary of iQUANT Investment Models

• The Importance of Investment Models

  A Holistic Approach to Discussing Investment Returns

• Navigating Risk Discussions with Clients

• Understanding Why Bonds Fail in an Inflationary Environment

  The Importance of a Long-Term Approach

• Don’t Kiss Off Bonds Due to One Bad Year

• Guide to Investment Terms

• Portfolio Optimization

• Harnessing Standard Deviation, Kurtosis, and Skewness for Better Investment Outcomes

• Simple Examples of Risk Measurements

• Unveiling the Power of CAGR - A More Accurate Measure of Investment Performance

Sector and Style Box Rankings

• Domestic Sector Rankings

• Domestic Style Box Rankings

Advisor Tools

• Portfolio Optimizer

• Portfolio Allocation Tool

• Risk Assessment Questionnaire

• Model Match (correlation finder)

• Find Your Investment Strategy

• Model Correlation Matrix

• ETF Mapping Guide

• Model Periodic Table

• Summary of Technical Indicators used by iQUANT models

Dynamic Backtesting Tools (NEW!)

• Sector Technical Indicator (TI) Backtester

• Style Box Technical Indicator (TI) Backtester

• Asset Class Technical Indicator (TI) Backtester

For deeper insights, pair the Sector and Style Box backtesters with their rankings (to the left)!